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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Summit Financial Strategies
2526
Summit Financial Strategies
Ohio
$654M +$129M +25% 10.6% 59.4% 147 15.65% 3.2
Rockbridge Investment Management
2527
Rockbridge Investment Management
New York
$654M +$88.2M +16% 8.61% 38.6% 665 83.91% 0.5
Stanley-Laman Group
2528
Stanley-Laman Group
Pennsylvania
$654M +$67.6M +12% 7.62% 114% 278 32.73% 1.9
Jag Capital Management
2529
Jag Capital Management
Missouri
$653M -$176M -21% 17.3% 230% 200 43.5% 3.7
Lodestar Private Asset Management
2530
Lodestar Private Asset Management
California
$652M +$68M +12% 10.2% 64.4% 211 9.95% 0.9
Condire Management
2531
Condire Management
Texas
$652M +$64M +11% 7.3% 187% 19 31.58% 1.2
Delta Global Management
2532
Delta Global Management
New York
$651M – – 21.9% – 27 – 0
FIFTHDELTA
2533
FIFTHDELTA
United Kingdom
$651M -$69.2M -10% 3.19% 16.6% 14 42.86% 0.6
Nilsine Partners
2534
Nilsine Partners
Colorado
$651M -$10.5M -2% 11.9% 117% 373 21.18% 0.7
OLP Capital Management
2535
OLP Capital Management
Hong Kong
$651M +$127M +24% 34.6% 146% 3 33.33% 1.4
Hendershot Investments
2536
Hendershot Investments
Virginia
$650M +$53.9M +9% 8.46% 50.5% 135 3.7% 4.8
Sarissa Capital Management
2537
Sarissa Capital Management
Connecticut
$649M -$93.5M -13% 12.2% 80% 11 18.18% 4.2
Advisory Research
2538
Advisory Research
Illinois
$648M -$71.9M -10% 18.3% 144% 491 46.23% 1.7
Ardsley Advisory Partners
2539
Ardsley Advisory Partners
Connecticut
$648M +$200M +45% 28.6% 555% 183 62.3% 0.6
KLCM Advisors
2540
KLCM Advisors
Wisconsin
$648M +$116M +22% 10.7% 122% 161 15.53% 4
Quarry LP
2541
Quarry LP
New York
$648M +$218M +51% 6.25% 83.2% 1,693 57.12% 0.3
Canandaigua National Bank & Trust
2542
Canandaigua National Bank & Trust
New York
$647M +$29.4M +5% 9.35% – 280 13.93% 5.9
Financial Synergies Wealth Advisors
2543
Financial Synergies Wealth Advisors
Texas
$646M -$46.6M -7% 10.2% 79% 555 27.21% 1.5
Index Venture Associates VI
2544
Index Venture Associates VI
Jersey
$645M +$77.3M +14% 29.8% 312% 2 0% 1.6
CBT
2545
Central Bank & Trust
Kentucky
$645M +$70M +12% 12% 118% 364 11.81% 5.7
Compass Ion Advisors
2546
Compass Ion Advisors
Pennsylvania
$645M +$61.6M +11% 10.5% 75.6% 241 13.69% 0.9
Samsara BioCapital
2547
Samsara BioCapital
California
$643M +$316M +97% 95.7% 1,580% 44 13.64% 2.1
Roberts Wealth Advisors
2548
Roberts Wealth Advisors
California
$643M +$415M +183% 10.9% 81.1% 90 41.11% 1.9
Harvest Fund Management
2549
Harvest Fund Management
China
$642M +$69.6M +12% 20.2% 327% 723 20.33% 2.1
CL
2550
CIM LLC
New York
$642M +$117M +22% 11.5% 108% 168 24.4% 3.6